Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding American Funds 2025 Target Date - in their Schedule of Assets, totaling $43.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMPREHENSIVE CARE SERVICES, INC. COMPREHENSIVE CARE SERVICES, INC. RETIREMENT SAVINGS PLAN | PLYMOUTH MI | 828 | $83.5M | $6.2M |
| 2 | SIDNEY HEALTH CENTER SIDNEY HEALTH CENTER PENSION PLAN | SIDNEY MT | 610 | $32.1M | $6.2M |
| 3 | SAVINGS BANK OF MENDOCINO COUNTY |
UKIAH CA |
| 177 |
| $24.7M |
| $5.1M |
| 4 | STRATA-G, LLC STRATA G PROFIT SHARING PLAN | KNOXVILLE TN | 308 | $32.5M | $3.4M |
| 5 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN 403(B) PLAN | MADISON WI | 765 | $93.1M | $3.4M |
| 6 | WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN | HETTINGER ND | 300 | $27.4M | $2.2M |
| 7 | BROOKE GROVE FOUNDATION INC. BROOKE GROVE FOUNDATION RETIREMENT INCOME PLAN | SANDY SPRING MD | 423 | $13.4M | $2.1M |
| 8 | THE CAFARO COMPANY THE CAFARO COMPANY RETIREMENT SAVINGS TRUST AND PLAN | NILES OH | 577 | $17.8M | $2.0M |
| 9 | TAYLOR UNITED, INC. TAYLOR UNITED, INC. 401(K) PLAN | SHELTON WA | 497 | $32.8M | $2.0M |
| 10 | BAISCH ENGINEERING INC. BAISCH ENGINEERING INC. EMPLOYEES' PROFIT SHARING PLAN | KAUKAUNA WI | 79 | $30.4M | $1.8M |
